Customized to meet your needs
Our Services
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Capacity Building
We accelerate your go-to-market, stabilize your service delivery and help overcome scaling challenges as you grow.
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Change Management
We accelerate your delivery and reduce execution risk by aligning people, process and purpose during periods of change.
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Capital Impact
We bring your strategic impact into focus to help you crystalize and implement your theory of change.
Capacity Building
Building the right team to establish your brand, culture and operating model is critical for long-term success. Our experience building high-functioning, agile teams with a shared vision and purpose - along with our extensive network that crosses mission-critical functions - will allow you to punch above your weight. Recent projects include:
Designing & facilitating off-site staff retreats
Organizational design and staffing model assessments
Talent acquisition & candidate screening
Interim leadership roles
Ann Boger leads our capacity building practice with recruiting support from Kali Pearce
Change Management
We accelerate your delivery and reduce execution risk by aligning people, process and purpose during periods of change. Navigating organizational transformation can be complex and disruptive, but with our expert change management team, we ensure that transitions are smooth, efficient and sustainable. Recent projects include:
Vendor selection & implementation
Enterprise risk & cyber-security program development
Business process & policy creation
Staff training & facilitation
Emily Lobbato, Sean Hull & Audrea Martin lead strategic projects for our transformation clients
Capital Impact
We bring your strategic impact into focus by partnering with your leadership team and board to crystalize and implement your theory of change. We’ll connect you with other change-makers who are thinking creatively to solve similar challenges - such as workforce shifts, climate change and the need for social justice. Let’s make the positive impact of your capital go further. Recent work includes:
Developing a more nuanced underwriting strategy
Articulating and refining a theory of change
Educating financial executives on “green” options for insurance coverage
Mentoring & sponsoring the movement for a more equitable and inclusive financial sector
Kali Pearce and Ann Boger co-lead our capacity impact practice.
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